Lansdowne Partners Stock Position Changes: NKE, KO, CL

Wall St. Watchdog reveals information regarding Lansdowne Partners’ top holdings in the Consumer Goods sector for the quarter ending September 30th, 2011. The firm held 5 stocks in the Consumer Goods sector at the end of the quarter with an aggregate market value of $1.651 billion.

  • Nike Inc. (NYSE:NKE): On 06/30/2011, Lansdowne Partners reported holding 10,223,468 shares with a market value of $919,907,685. This comprised 13.75% of the total portfolio. On 09/30/2011, Lansdowne Partners reported holding 9,020,559 shares with a market value of $771,348,019. This comprised 13.49% of the total portfolio. The net change in shares for this position over the two quarters is -1,202,909. About Company: NIKE, Inc. designs, develops, and markets athletic footwear, apparel, equipment, and accessory products for men, women, and children. The Company sells its products worldwide to retail stores, through its own stores, subsidiaries, and distributors.
  • The Coca-cola Company (NYSE:KO): On 06/30/2011, Lansdowne Partners reported holding 11,694,329 shares with a market value of $786,911,409. This comprised 11.77% of the total portfolio. On 09/30/2011, Lansdowne Partners reported holding 9,544,863 shares with a market value of $644,850,921. This comprised 11.28% of the total portfolio. The net change in shares for this position over the two quarters is -2,149,466. About Company: The Coca-Cola Company manufactures, markets, and distributes soft drink concentrates and syrups. The Company also distributes and markets juice and juice-drink products. Coca-Cola distributes its products to retailers and wholesalers in the United States and internationally.
  • Colgate-palmolive Co. (NYSE:CL): On 06/30/2011, Lansdowne Partners reported holding 2,595,380 shares with a market value of $226,862,175. This comprised 3.39% of the total portfolio. On 09/30/2011, Lansdowne Partners reported holding 2,644,192 shares with a market value of $234,486,947. This comprised 4.1% of the total portfolio. The net change in shares for this position over the two quarters is 48,812. About Company: Colgate-Palmolive Company is a consumer products company that markets its products throughout the world. The Company’s products include toothpaste, toothbrushes, shampoos, deodorants, bar and liquid soaps, dishwashing liquid, and laundry products, as well as pet nutrition products for cats and dogs.
  • Colgate-palmolive Co. (NYSE:CL): On 06/30/2011, Lansdowne Partners reported holding 57,409 shares with a market value of $501,812. This comprised 0.01% of the total portfolio. On 09/30/2011, Lansdowne Partners reported holding 57,409 shares with a market value of $509,104. This comprised 0.01% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Colgate-Palmolive Company is a consumer products company that markets its products throughout the world. The Company’s products include toothpaste, toothbrushes, shampoos, deodorants, bar and liquid soaps, dishwashing liquid, and laundry products, as well as pet nutrition products for cats and dogs.
  • The Coca-cola Company (NYSE:KO): On 06/30/2011, Lansdowne Partners reported holding 40,000 shares with a market value of $269,160. This comprised 0% of the total portfolio. On 09/30/2011, Lansdowne Partners reported holding 40,000 shares with a market value of $270,240. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: The Coca-Cola Company manufactures, markets, and distributes soft drink concentrates and syrups. The Company also distributes and markets juice and juice-drink products. Coca-Cola distributes its products to retailers and wholesalers in the United States and internationally.

(Note: Data regarding Lansdowne Partners’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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